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Free cpe webinars
Make Xpitax Your Strategic Business Partner for 2025

MAKE XPITAX YOUR STRATEGIC BUSINESS PARTNER FOR 2025

Available Date(s)
Thursday, February 06, 2025: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In today’s fast-paced accounting landscape, firms constantly seek ways to enhance efficiency and reduce operational burdens. Designed specifically for CPAs and accounting firms, this session will draw on real-world examples of firms that have leveraged strategic outsourcing to streamline operations and gain practice efficiency. Join us to explore how outsourcing can help your firm manage workload peaks, ensure compliance, and focus on high-value client services, whether your firm is outsourcing tax prep or accounting and compliance tasks such as Beneficial Ownership Information Reporting (BOIR).

Learning Objectives: 


  • Recognize how outsourcing can support your firm’s growth strategy by creating capacity for in-house staff 

  • List best practices for integrating outsourced services into your firm’s existing processes

  • Identify what types of accounting, tax, and compliance work can be outsourced

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Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
(847) 580-5000

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Mark has spent his career working within SaaS company environments to successfully establish and execute business strategies for both early growth companies and global organizations.

He speaks frequently to professional and industry groups on topics that include digital transformation, technology trends, outsourcing strategy, and workflow advisory consulting, performance management, and productivity enablement within the public accounting and corporate tax, finance, and accounting industries.

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David Harris, EA, is the director of outsourcing operations for Xpitax, LLC providing cross-team coordination for all tax work. He has over 10 years of experience managing public accounting teams. David's primary role is to ensure quality compliance, facilitating client-team collaboration and overseeing training of the India accountants. David's strong background as a tax professional managing diverse teams at a large, national public accounting firm, makes him uniquely qualified to serve as the primary liaison between Xpitax’s U.S. clients and India-based professional staff.

Prior to joining Xpitax, David served as a tax manager at a Top 10 Boston-based firm for 13 years. His areas of expertise span tax, accounting and consulting services for real estate, manufacturing, architect engineering, retail and high net worth clients. In addition to tax compliance, he was responsible for onboarding and developing internal training programs for new hire orientation, quality control and technology strategy. David also provided oversight for the internal tax operations, working to enhance internal procedures, monitor workflow processes, and implement new tax applications.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.